Clients
Overview A Client represents the company to which an Accountant provides services by using Pragmeo. You can add multiple clients to your account either ind...
Wed, 18 Sep, 2019 at 8:33 PM
Overview You can easily add information about people associated with your clients. These are called contacts. Create/Edit a Contact In the following s...
Wed, 18 Sep, 2019 at 8:37 PM
Overview Tasks are how procedures (services) are assigned to clients and scheduled. You can easily setup tasks for your clients individually. To know more...
Wed, 18 Sep, 2019 at 8:45 PM
Overview Before peoplecan log-in and solve tasks or do self-service, they must be assigned a contact and have login activated. You can quickly create a log...
Wed, 18 Sep, 2019 at 8:51 PM
An accountant centric scenario based article from e-mail to done! Links to topics like changing participants or editing work item.
Fri, 20 Sep, 2019 at 3:57 PM